Job Description
Join our dynamic financial advisory practice as a Part-Time Personal Assistant and become a pivotal part of our growth journey. This role offers a unique opportunity to support senior advisors with comprehensive administrative and operational tasks, ensuring seamless client interactions and efficient business operations. You'll be instrumental in managing schedules, coordinating communications, tracking critical data points, and assisting with targeted marketing initiatives to expand our client base. Ideal for organized professionals seeking flexible hours in a fast-paced financial environment, this position combines hands-on support with strategic contributions to practice development. If you thrive in detail-oriented settings and possess excellent multitasking abilities, this role will allow you to make a tangible impact while gaining exposure to financial advisory operations.
Responsibilities
- Manage and coordinate advisor's calendar, meeting schedules, and appointment logistics
- Handle client communications, correspondence, and relationship management
- Perform administrative tasks including document preparation, filing, and data entry
- Track and maintain client records, project milestones, and business metrics
- Assist with marketing support including content creation and social media management
- Coordinate logistics for client meetings, events, and travel arrangements
- Support preparation of client materials, presentations, and reports
Qualifications
- Proven experience in administrative support or personal assistance roles
- Strong organizational skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Proficiency in Microsoft Office Suite and Google Workspace
- Ability to manage multiple tasks and prioritize effectively
- Professional demeanor with client interaction experience
- Discretion when handling confidential financial information
- Basic knowledge of financial industry practices preferred